The automatic payment date determines when Weel will pay an approved invoice or reimbursement. Updating this date gives you control over when payments are processed.
You will need Admin access to update payment dates. The invoice or reimbursement must not yet be approved.
To change the automatic payment date for Accounts Payable
Open Accounts Payable.
Select the Scheduled for Payment filter.
Open the relevant invoice.
Select a new date in the Automatic payment date field.
Click Save.
To change the automatic payment date for Reimbursements
Open Reimbursements.
Select the Scheduled for Payment filter.
Open the relevant reimbursement.
Select a new date in the Automatic payment date field.
Click Save.
The invoice or reimbursement will be automatically paid on the updated payment date. Once an Accounts Payable item or reimbursement has been approved, the automatic payment date can no longer be changed.